CMF
FIVN icon

Counterpoint Mutual Funds’s FIVE9 FIVN Stock Holding History

Counterpoint Mutual Funds’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,687
Closed -$372K – 359
2025
Q1 		$372K Buy
+13,687
New +$502K 0.05% 198
2024
Q4 		– Sell
-17,475
Closed -$502K – 325
2024
Q3 		$502K Buy
+17,475
New +$631K 0.1% 80
2023
Q4 		– Sell
-1,588
Closed -$102K – 173
2023
Q3 		$102K Sell
1,588
-51
-3% -$3.82K 0.09% 217
2023
Q2 		$135K Buy
+1,639
New +$110K 0.13% 64

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Counterpoint Mutual Funds's FIVN Position: Q2 2025 in Review

Counterpoint Mutual Funds sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 13,687 shares — an estimated $372K sold.

Counterpoint Mutual Funds first reported a position in FIVN in Q2 2023 and held it in 4 quarters. The position peaked at $502K in Q3 2024. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Counterpoint Mutual Funds reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 13,687 FIVE9 shares in Q2 2025, an estimated $372K.
  • Counterpoint Mutual Funds first reported a position in FIVE9 in Q2 2023 and held it in 4 quarters.
  • Counterpoint Mutual Funds's FIVE9 position peaked at $502K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2025, filed 14 Jul 2025.